See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,484 | $185,822-58.8% | $169,993-55.0% | $139,434-45.1% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 23.43% | 60.50%-37.1pp | 53.37%-29.9pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,405 | $7,590-68.3% | $6,785-64.5% | $4,751-49.4% |
| Participant deferral / active EE | $7,367 | $11,622-36.6% | $10,408-29.2% | $6,710+9.8% |
| Admin fee / account holder | $1,131 | $15,381-92.6% | $12,815-91.2% | $11,403-90.1% |